Sales Ask vs Trades Support

Sell more by coaching every meeting, not just ridealongs. With Sales Ask you get total visibility into all your sales reps meetings with clients. This lets provide specific coaching for them to close more deals.Stop wasting time on ridealongs when you can coach your team virtually at any time. Managers see what to fix. Reps get clear steps that lift win rates What you get: - Meeting summaries in seconds - Increase revenue per rep - Get consistent close rates across reps - Action items sent to your CRM or inbox - Talk-time, questions asked, and scorecards - Trends by rep, team, and product - Short clips to train new reps fast Why teams use SalesAsk: - Higher close rates across reps - Fewer missed steps and lost leads - Consistent coaching without more meetings Built for outside sales in home services and more. Set up in minutes.

Trades Support runs the whole job in one place, from the first customer request to the final payment. Quotes, change orders, scheduling, field time, job cost, invoices and payments all stay on the same project. Built for trades contractors, project managers and field staff who are done chasing texts, spreadsheets and payment links. QUOTE AND SELL • Build quotes in Quote Builder and send customers the sell price only. Your cost and markup stay private. • Turn an approved quote into a project • Manage change orders without overwriting the original contract • Receive proposal requests from customers and respond in the app SCHEDULE AND RUN THE WORK • Schedule visits. Customers and assigned field staff each confirm, and visits can be rescheduled or canceled. • Field staff clock in and out, log mileage, upload receipts and photos, and mark milestone progress • Track parts, materials, stock and kits GET PAID • Send invoices and progress invoices. Customers pay online through Stripe. • Refund a payment in full or in part, or refund an overpayment in one tap, right from the invoice • Balances stay tied to what is actually owed on the project • Paid invoices can't be voided until the payments are refunded, so your records stay straight TRACK JOB COST WITH ADVANCED MODE • Tag time, mileage, receipts and materials to phase and cost codes • See budget vs actual by cost code • Bill from a schedule of values with billed-to-date and remaining on every line • Hold and release retainage on progress invoices and subcontracts • Performance dashboard with percent complete, earned, labor efficiency, and over/under billing • Switch an existing project to Advanced with a guided setup STAFF THE JOB • Need extra hands? Post a labor request from the project • Field staff search open work by skill, date and location, apply, and track their applications • Labor certifications and job aptitude quizzes help you pick the right people • Public company and field staff profiles THE RIGHT VIEW FOR EVERY ROLE Owners, project managers, field staff and customers each see what they need. Customers never see your costs, wages or receipts. Trades Support is built for trades shops that run project and service work and want one shared record of every job.